8 | Wealth & Finance, Wealth & Asset Management Awards 2024 Best Fixed-Income Investment Management Platform 2024 Investortools offers a comprehensive suite of five best-in-class products within a single platform, delivering a holistic solution for fixed-income professionals that spans the entire investment lifecycle. At the core of the Investortools software suite is Perform, a portfolio, order, and execution management system. Perform facilitates performance attribution, model-based trade allocation, pre- and post-trade compliance, and electronic trading connectivity, enabling a seamless straight-through-processing experience. A pivotal component embedded in Perform is the Investortools Dealer Network (IDN), a first of its kind platform that has transformed the fixed-income trading landscape. The IDN offers unrivaled trading connectivity with realtime, persistent FIX connections supporting the end-to-end processing of execution details and custodial allocations. In addition to live offerings, it provides buy-side clients access to alternative trading systems (ATSs), direct connectivity, the ability to facilitate Bid Wanteds, and intra-day reference pricing from multiple sources. This comprehensive, all-to-all trading connectivity delivers unprecedented market depth, ensuring best execution and no missed opportunities. By consolidating markets into a single ecosystem, the IDN provides the most comprehensive view of the live, secondary market. The IDN serves as a centralized trading cockpit with direct click-to-bid, click-to-trade access to liquidity. Users can lift, bid, and negotiate trades without the need to pivot away from the system. This enables users to rapidly respond to opportunities as they appear while reducing trading errors. Complementary to the IDN is Perform’s automation toolkit. Perform’s automation workflows offer unparalleled search capabilities and empower users to execute trades en masse. Once traded, bonds can then be automatically allocated to optimally construct portfolios. These automated processes, combined with the IDN, allow clients to conduct transactions with remarkable efficiency. Clients have reported they are able to reduce the time required to transition from cash to a fully invested portfolio from weeks to hours. The IDN and automated processes are essential in fuelling accounts under management (AUM) growth, especially in the separately managed account (SMA) space. By leveraging the IDN’s connectivity, market data integrations, and proprietary portfolio management objectives, SMA managers can achieve significantly more with their trading desks. The automated workflows enable clients to reduce account minimums, spend more time enhancing precision in data-driven decisions, and expand their client base while maintaining staff levels. Users are empowered to scale operations and manage workloads more effectively, achieving a higher degree of operational efficiency and effectiveness. The Co-Head and Chief Product Officer explains, “We take a long-term perspective when we build products and work with our clients. The effort to build deep analytics, credit research, and customizable workflow tools is now combined with the live tradable market, and it’s changing the game for our clients. The fixed-income market is moving rapidly, and we’re excited to be a part of driving that innovation.” Underpinning this constant drive to innovation is Investortools commitment to operating on a continuous release cycle. To ensure regular updates, enhancements, and new features, all Investortools’ products adhere to a six-week release cycle where all changes undergo rigorous testing, including staging, development, and production testing phases. Investortools’ excellence is defined not only by its technical expertise but also by its commitment to delivering an unmatched customer experience. A dedicated support team of client representatives and developers are always available to provide immediate assistance and customize solutions to meet clients’ unique needs. This seamless blend of innovative technology and hands-on support has established Investortools as the industry’s preferred software solution. Positioned at the intersection of innovation and personalized service, Investortools tackles challenges with creativity and a relentless pursuit of excellence. This dedication has enabled the firm to partner with Fortune 500 companies and 38 of the top 40 SMA shops. Contact Details Contact: Jessica McDaniel Company: Investortools Web Address: https://www.invtools.com/ May24556 Having continually innovated to serve the needs of the fixed-income marketplace for over four decades, Investortools’ systems have become a prerequisite for success in investment management. Investortools is a trusted partner at hundreds of financial institutions for retail and institutional SMA managers, fund managers, broker-dealers, and fixed-income market participants who manage over $1 trillion in assets within the platform.
RkJQdWJsaXNoZXIy NTY1MjI4